FLEXSHARES STOXX US ESG SELE (ESG) Institutional Shareholders
FLEXSHARES STOXX US ESG SELE (ESG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $48.10M in ESG holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ESG tracked by InsiderSet, reporting ownership valued at approximately $9.67M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.91M, representing an estimated gain of +2.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed ESG value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Olde Wealth Management, Llc, Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in FLEXSHARES STOXX US ESG SELE (ESG).
This page ranks the largest institutional ESG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
51
Total Reported Value
$48.10M
Largest Holder
Lpl Financial Llc
Largest Position
$9.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 54,996 | $9,667,747 | $9,906,512 | +$238,765 | +2.47% | |
| Olde Wealth Management, Llc | 1.62% | 32,604 | $5,731,000 | $5,873,007 | +$142,007 | +2.48% | |
| Susquehanna International Group, Llp | 0.00% | 22,641 | $3,980,061 | $4,078,357 | +$98,296 | +2.47% | |
| First United Bank & Trust | 0.87% | 17,299 | $3,040,991 | $3,116,095 | +$75,104 | +2.47% | |
| Rvw Wealth, Llc | 0.19% | 16,058 | $2,822,836 | $2,892,552 | +$69,716 | +2.47% | |
| Morgan Stanley | 0.00% | 13,766 | $2,419,960 | $2,479,690 | +$59,730 | +2.47% | |
| Roof Eidam Maycock Peralta, Llc | 0.31% | 9,034 | $1,588,083 | $1,627,308 | +$39,225 | +2.47% | |
| Royal Bank Of Canada | 0.00% | 7,858 | $1,381,000 | $1,415,473 | +$34,473 | +2.50% | |
| Sgl Investment Advisors, Inc. | 0.43% | 6,827 | $1,244,921 | $1,229,758 | -$15,163 | -1.22% | |
| Founders Financial Securities Llc | 0.06% | 6,155 | $1,081,987 | $1,108,709 | +$26,722 | +2.47% | |
| Horizon Investments, Llc | 0.01% | 6,155 | $1,081,987 | $1,108,709 | +$26,722 | +2.47% | |
| Commonwealth Equity Services, Llc | 0.00% | 5,627 | $989,170 | $1,013,600 | +$24,430 | +2.47% | |
| Well Done, Llc | 0.12% | 5,164 | $907,780 | $930,199 | +$22,419 | +2.47% | |
| Bank Of America Corp | 0.00% | 4,665 | $820,060 | $840,313 | +$20,253 | +2.47% | |
| Curry Webb Wealth Management Llc | 0.33% | 4,480 | $787,482 | $806,989 | +$19,507 | +2.48% | |
| Parallel Advisors, Llc | 0.01% | 4,477 | $787,012 | $806,449 | +$19,437 | +2.47% | |
| Raymond James Financial Inc | 0.00% | 4,403 | $773,950 | $793,119 | +$19,169 | +2.48% | |
| Gilbert Capital Group, Inc. | 0.53% | 4,295 | $755,018 | $773,665 | +$18,647 | +2.47% | |
| Great Valley Advisor Group, Inc. | 0.01% | 4,000 | $703,000 | $720,526 | +$17,526 | +2.49% | |
| Envestnet Asset Management Inc | 0.00% | 3,627 | $637,671 | $653,337 | +$15,666 | +2.46% | |
| Cetera Investment Advisers | 0.00% | 3,551 | $624,293 | $639,647 | +$15,354 | +2.46% | |
| Fmr Llc | 0.00% | 3,531 | $620,796 | $636,044 | +$15,248 | +2.46% | |
| Osaic Holdings, Inc. | 0.00% | 3,458 | $607,897 | $622,895 | +$14,998 | +2.47% | |
| Ep Wealth Advisors, Llc | 0.00% | 3,060 | $537,917 | $551,202 | +$13,285 | +2.47% | |
| Citadel Advisors Llc | 0.00% | 2,782 | $489,048 | $501,126 | +$12,078 | +2.47% | |
| Interactive Financial Advisors, Inc. | 0.29% | 2,702 | $468,530 | $486,715 | +$18,185 | +3.88% | |
| Monument Group Wealth Advisors, Llc | 0.21% | 9,630 | $434,313 | $1,734,666 | +$1,300,353 | +299.40% | |
| Private Advisor Group, Llc | 0.00% | 2,314 | $406,777 | $416,824 | +$10,047 | +2.47% | |
| Dynamic Advisor Solutions Llc | 0.01% | 2,287 | $402,032 | $411,961 | +$9,929 | +2.47% | |
| Goldman Sachs Group Inc | 0.00% | 2,140 | $376,191 | $385,481 | +$9,290 | +2.47% | |
| Novapoint Capital, Llc | 0.08% | 2,073 | $364,413 | $373,413 | +$9,000 | +2.47% | |
| Advisory Services Network, Llc | 0.00% | 2,038 | $358,260 | $367,108 | +$8,848 | +2.47% | |
| Milestone Investment Advisors Llc | 0.07% | 1,743 | $306,402 | $313,969 | +$7,567 | +2.47% | |
| Empire Financial Management Company, Llc | 0.10% | 1,474 | $259,114 | $265,514 | +$6,400 | +2.47% | |
| Values Added Financial Llc | 0.08% | 1,270 | $223,253 | $228,767 | +$5,514 | +2.47% | |
| Caldwell Trust Co | 0.01% | 395 | $69,437 | $71,152 | +$1,715 | +2.47% | |
| Ameritas Investment Partners, Inc. | 0.00% | 375 | $65,921 | $67,549 | +$1,628 | +2.47% | |
| Farther Finance Advisors, Llc | 0.00% | 343 | $60,256 | $61,785 | +$1,529 | +2.54% | |
| Cva Family Office, Llc | 0.00% | 225 | $39,553 | $40,530 | +$977 | +2.47% | |
| Tompkins Financial Corp | 0.00% | 217 | $38,146 | $39,089 | +$943 | +2.47% | |
| Wealth Enhancement Trust Services, Inc. | 0.00% | 197 | $34,631 | $35,486 | +$855 | +2.47% | |
| Smartleaf Asset Management Llc | 0.00% | 186 | $32,587 | $33,504 | +$917 | +2.82% | |
| Vanguard Advisers Inc | 0.00% | 171 | $30,060 | $30,802 | +$742 | +2.47% | |
| Sunrise Financial Services, Llc | 0.01% | 91 | $15,997 | $16,392 | +$395 | +2.47% | |
| Jpmorgan Chase & Co | 0.00% | 72 | $12,614 | $12,969 | +$355 | +2.82% | |
| Ifp Advisors, Inc | 0.00% | 25 | $4,395 | $4,503 | +$108 | +2.46% | |
| Ubs Group Ag | 0.00% | 22 | $3,867 | $3,963 | +$96 | +2.48% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 21 | $3,740 | $3,783 | +$43 | +1.14% | |
| Bessemer Group Inc | 0.00% | 13 | $2,000 | $2,342 | +$342 | +17.09% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 6,052 | $1,064 | $1,090,156 | +$1,089,092 | +102358.26% |
Frequently asked questions about ESG
Who owns the most ESG stock?
The largest holders of ESG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FLEXSHARES STOXX US ESG SELE (ESG).
Is ESG widely held by superinvestors?
Many widely followed stocks like ESG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ESG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.